Private Wealth Strategies’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $8.42M | Buy |
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|
2022
Q1 | $8.72M | Sell |
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|
2021
Q4 | $9.27M | Buy |
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|
2021
Q3 | $9.34M | Buy |
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|
2021
Q2 | $9.07M | Buy |
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|
2021
Q1 | $8.78M | Buy |
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|
2020
Q4 | $7.31M | Buy |
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|
2020
Q3 | $6.78M | Buy |
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|
2020
Q2 | $5.78M | Sell |
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|
2020
Q1 | $5.92M | Buy |
|